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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,788 | $106,864+54.2% | $147,318+11.9% | $82,637+99.4% |
| Participation rate | 65.7% | 75.5%-9.8pp | 82.1%-16.4pp | 68.1%-2.3pp |
| Annual return | 13.87% | 27.49%-13.6pp | 70.43%-56.6pp | 53.51%-39.6pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,282 | $6,496-64.9% | $7,906-71.1% | $4,126-44.7% |
| Admin fee / account holder | $1,339 | $8,415-84.1% | $13,708-90.2% | $7,339-81.8% |